Auto-generating a Homeowner Strategy from SalesBoomerang Alerts

Using SalesBoomerang and MortgageCoach together, Loan Officers can leverage auto-generated Homeowner Strategy presentations from most SalesBoomerang alerts. With many fields pre-populated, just wrap up the Homeowner Strategy based on specific borrower goals, personalize and send!

See the integration in action:

• Auto-generated a Homeowner Strategy from SalesBoomerang Alerts (1.5 minutes)
• Leveraging Auto-generated Homeowner Strategies in MortgageCoach (14 minutes)

Default Mapping from Alert to Homeowner Strategies

Did you get a Listing alert? We’ll generate a Homeowner Strategy comparing the current mortgage with a new purchase using equity.

Receive an FHA MI Removal alert? Look for the auto-generated Homeowner Strategy showing a Rate-and-Term Refinance with no mortgage insurance and compare that to the Cost of Waiting.

Here is a complete list of the default mappings from SalesBoomerang alerts to MortgageCoach Homeowner strategies. 

Getting Started

To get started, you can access an auto-generated Homeowner Strategy in either of the following ways:

• In SalesBoomerang: Click on an alert in your SalesBoomerang dashboard to view its detail, then scroll down and click the Mortgage Coach Preview and Add Video link.
• In MortgageCoach: Navigate to the Automated tab in the MortgageCoach Advice Engine and filter by “TrustEngine.” Homeowner Strategies generated by SalesBoomerang will show the TrustEngine icon. Click on the desired Homeowner Strategy to begin tailoring it for your borrower.
  

To turn on the integration for your company, please contact integrations@trustengine.com.